Barrett H Banister
Investment adviser representative at The Wealth Consulting Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- The Wealth Consulting GroupFeb 2024 to now
- Wcg Wealth Advisors, LLCFeb 2024 to now
- LPL Financial LLCAug 2023 to now
- UnemployedMay 2023 to Aug 2023
- Thornburg NannyMay 2018 to Jul 2018
- University of MissouriJun 2017 to May 2023
- Fayetteville Youth BaseballMar 2014 to May 2017
- Fayetteville High SchoolJan 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7795181
- Firm CRD
- 173194